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iShares Russell 1000 Value Index shares owned by Grimes & Company

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 9.7k 179.10
2023-12-31 $1.7M 10k 165.26
2023-09-30 $1.6M 11k 151.82
2023-06-30 $1.6M 9.9k 157.83
2023-03-31 $1.5M 9.6k 152.26
2022-12-31 $1.3M 8.7k 151.65
2022-09-30 $1.4M 10k 135.96
2022-06-30 $1.2M 8.1k 144.95
2022-03-31 $1.3M 8.1k 166.03
2021-12-31 $1.4M 8.4k 167.98
2021-09-30 $1.3M 8.1k 156.47
2021-06-30 $1.3M 8.1k 158.61
2021-03-31 $1.2M 8.0k 151.58
2020-12-31 $965k 7.1k 136.80
2020-09-30 $788k 6.7k 118.14
2020-06-30 $743k 6.6k 112.59
2020-03-31 $654k 6.6k 99.11
2019-12-31 $919k 6.7k 136.41
2019-09-30 $924k 7.2k 128.23
2019-06-30 $525k 4.1k 127.12
2019-03-31 $469k 3.8k 123.52
2018-12-31 $402k 3.6k 111.14
2018-09-30 $398k 3.1k 126.71
2018-06-30 $434k 3.6k 121.50
2018-03-31 $435k 3.6k 119.83
2017-12-31 $451k 3.6k 124.24
2017-09-30 $430k 3.6k 118.46
2017-06-30 $423k 3.6k 116.53
2017-03-31 $437k 3.8k 114.82
2016-12-31 $511k 4.6k 112.14
2016-09-30 $415k 3.9k 105.62
2016-06-30 $406k 3.9k 103.33
2016-03-31 $372k 3.8k 98.94
2015-12-31 $368k 3.8k 97.87
2015-09-30 $305k 3.3k 93.42
2015-06-30 $337k 3.3k 103.22

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Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Grimes & Company

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index